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SEDDONS WEALTH MANAGEMENT  -  NEWS BULLETIN  -  INHERITANCE TAX SAVING


 

 

 

Dear Dean

The common complaint is that we spend our lifetimes paying tax and when we die we are taxed again.
 
The purpose of this bulletin is to let you know about an innovative new method of minimizing inheritance tax and providing a defined income at the same time.
 
It is known as an Enhanced Discounted Gift Scheme and is based on the old Discounted Gift Scheme which immediately reduced one's estate for inheritance tax purposes with the balance of the sum invested falling out of account 7 years later.
 
With the new enhanced scheme there is the same immediate reduction for inheritance tax purposes with the added benefit that the balance of the sum invested falls out of account after only two years. So, for example if you wished to invest say £200,000.00 which otherwise would be subject to inheritance tax, then after only two years it will fall out of account and the saving to your estate would be £80,000.00.
 
The scheme also provides the investor with a known level of income in a tax efficient manner as well as access to part of the capital should it later transpire that you require it.

 It is also a low risk investment and
offers a return of 3% net of costs
.

If you would like further information please click here to request a call back to discuss whether this scheme might be suitable for you.
 
 
Kind regards
 

The Seddons team
www.seddons.co.uk

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